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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,257 | $183,516-59.0% | $155,534-51.6% | $145,884-48.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.49% | 61.43%-49.9pp | 64.92%-53.4pp | 551.85%-540.4pp |
| Employer contribution / active EE | $1,907 | $5,315-64.1% | $4,675-59.2% | $4,662-59.1% |
| Participant deferral / active EE | $5,407 | $6,467-16.4% | $5,630-4.0% | $6,690-19.2% |
| Admin fee / account holder | $2,482 | $19,293-87.1% | $15,900-84.4% | $13,392-81.5% |